Internal Website Content Management & Tenant Portal User Guide

Let’s look at the tenants portal and describe what each marked area does.
overview

A. Brings you to the home screen, this is the first thing tenants will see. The home screen shows the latest ‘posts’ from all areas – ‘Latest News, Upcoming Events, Downloads’.

B. These three items filter the posts to show only either The Latest News, Upcoming Events and Downloads. You can ‘send’ posts to these sections by creating posts within the wordpress dashboard. see (adding ‘assigning tenants portal posts to different areas’).

C. This is a communication portal for tenants to send mail to specific departments as outlined in your brief.

D. This Latest news section is consistent over all tenant portal pages and always shows the latest posts regardless of their type.

E. This is a subscription system which allows tenants to subscribe their email address for notifications of new posts (as and when you post them) in the tenants portal. It uses a double opt in system to verify the email address is correct. Once tenants are subscribed you are able to send mail shots out to all subscribed tenants as well. This is managed in the new ‘Email Subscribers‘ section in the WordPress dashboard.

The tenant portal uses ‘posts’ Within the WordPress dashboard to content manage your items.

1. To begin managing or creating a new tenant portal post click on ‘Posts

This shows you the all the current live posts. For now these are test ones. To delete them simply hover over one and click ‘Trash’. Trashed posts can be recovered if need be, but trashing them takes them off the portal.

2. To add a new item click ‘Add New‘. Here you can write a tenants portal post title where it says ‘Enter title here’ and the contents of the post below it. The post editor is very similar to using a word processor like Microsoft Word.

post-editor

A. This button allows you to add images to your posts. Once added you can align and resize them.

B. This is a toggle button that people often miss, clicking it will show you a lot more text formatting options for making headers, lists and text aligning.

Please note how the tenant portal posts have been set with a password shown below.

When writing new tenant portal posts make sure this is done to prevent outside access. Although there is no way in to your posts via any public facing interfaces it will be good practice to do.

password

url
When you are happy with your tenants portal post you can publish it using the blue publish button marked off with A.

However, make sure that you have clicked the appropriate category marked with B. to make sure the post goes to the correct section.

1. Click the ‘Media -> Add New‘ section in the dashboard.

2. Drag your pdf into the ‘Drop files anywhere to upload’ area of this page. The pdf uploads to your server, this may take a while, please be patient.

3. Click the newly uploaded pdf item.

url

The screen above will appear, highlight the ‘URL’ text and copy it.

4. Go to your tenants news post content editor and paste the following code into it.

[embeddoc url="http://www.lowerprecinct.com/wp-content/uploads/2017/02/dummy-document.pdf" download="all"]

5. Replace the highlighted url section of the code with the url that you copied in step 3.

Your document will now appear embedded within the page without the need for a PDF reader to read it.

You may often want to link to external web pages in your tenant portal posts, so we have created a way for you to make buttons that do this as shown below.

c2a-button

To make a button like this copy and paste the following code into your post.

[button accent_color="#ffffff" link="http://google.com" color="custom" size="medium" type="" shape="square" target="_blank" title="" gradient_colors="#23a7c4|#23a7c4" gradient_hover_colors="#23a7c4|#23a7c4" accent_color="" accent_hover_color="" bevel_color="" border_width="1px" shadow="" icon="fa-chevron-right" icon_divider="yes" icon_position="left" modal="" animation_type="0" animation_direction="down" animation_speed="0.1" alignment="center" class="" id="tenantButton"]Link to somewhere else[/button]

The only parts that you need to worry about are the highlighted parts.

The ‘link’ is where the button will go when clicked

The ‘Link to somewhere else’ is the text that is shown on the button.

This button can also be used on your pages and project posts.

The way the menu management system works has changed slightly, you can now stipulate which menu items appear on laptop/desktop computers and which appear on tablet/mobile phones.

Familiarise yourself with how the two menus are differentiated below.

Include the text ” main-nav ” in the ‘css classes’ box to tell the website to show this on desktop/laptops

Include the text ” mob-nav ” in the ‘css classes’ box to tell the website to show this on tablets/mobiles

N.b If you don’t see a ‘css classes’ box in your menu items, click ‘screen options’ at the top of the screen of the menu editor and check ‘css classes’

new-menu